Filed September 12, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS, IN Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $133,442 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $54,262 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,853 | $106,264+234.9% | $147,117+141.9% | $77,762+357.6% |
| Participation rate | 81.7% | 78.4%+3.3pp | 82.2%-0.5pp | 70.6%+11.1pp |
| Annual return | 26.13% | 56.94%-30.8pp | 420.54%-394.4pp | 31.27%-5.1pp |
| Employer contribution / active EE | $11,266 | $4,074+176.5% | $4,932+128.4% | $2,728+313.0% |
| Participant deferral / active EE | $11,405 | $8,003+42.5% | $8,065+41.4% | $4,651+145.2% |
| Admin fee / account holder | $553 | $334+65.5% | $12,993-95.7% | $433+27.9% |